Total Return Calculator

Calculate Total Return





Formula

To calculate the Total Return (\(TR\)):

\[ TR = (CV - OV) + E \]

Where:

Total Return Definition

A total return is defined as the absolute value generated from an investment over time. It includes both the capital appreciation (or depreciation) and any income generated from the investment.

Example Calculation 1

Let's assume the following values:

Using the formula:

\[ TR = (1500 - 1000) + 200 = 700 \]

The Total Return is $700.

Example Calculation 2

Let's assume the following values:

Using the formula:

\[ TR = (2500 - 2000) + 300 = 800 \]

The Total Return is $800.